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Sustainable Investment Funds

Morningstar defines a strategy as a “Sustainable Investment” if it is described as focusing on sustainability, impact, or environmental, social, and governance (ESG) factors in its prospectus or other regulatory filings. This classification does not measure how Morningstar rates the effectiveness of the fund’s sustainable strategy. Instead, it reflects the fund’s stated objectives.

Use this screener tool to find funds that meet your ESG criteria.

Fund Name
Morningstar Category
Sustainable Investment
Sustainability Rating
Low Carbon Designation
Representative Cost
Morningstar Rating for Funds
BNP Paribas Funds Europe Equity Privl Capitalisation Europe Large-Cap Blend Equity No Yes 1.08
BNP Paribas Funds Disruptive Technology Classic Capitalisation Sector Equity Technology No Yes 1.98
BNP Paribas Funds Disruptive Technology Classic USD-Capitalisation Sector Equity Technology No Yes 1.98
BNP Paribas Funds Europe GrowthClassic Capitalisation Europe Large-Cap Growth Equity No Yes 1.98
China Southern Dragon Dynamic China New Balance Opportunity Fund A HKD Acc China Equity No No 2.42
China Southern Dragon Dynamic China New Balance Opportunity Fund I HKD Acc China Equity No No 1.34
MFS Meridian Funds - European Value Fund I1 USD Europe Large-Cap Blend Equity No No 0.94
CUAM China-Hong Kong Strategy Fund I China Equity No Yes 0.94
T. Rowe Price Funds SICAV - US Smaller Companies Equity Fund Q USD US Small-Cap Equity No No 0.92
Allianz Global Investors Fund - Allianz Europe Equity Growth Select A EUR Europe Large-Cap Growth Equity No Yes 1.85
BNP Paribas Funds Disruptive Technology Privilege Capitalisation Sector Equity Technology No Yes 1.08
CUAM China-Hong Kong Strategy Fund A China Equity No Yes 1.44
JPMorgan Asia Equity Dividend (mth) - USD Asia-Pacific ex-Japan Equity Income No No 1.59
JPMorgan Asia Equity Dividend (mth) - NZD (Hedged) Other Equity No No 1.59
JPMorgan Asia Equity Dividend (mth) - CAD (Hedged) Other Equity No No 1.59
JPMorgan Asia Equity Dividend (acc) - HKD Asia-Pacific ex-Japan Equity Income No No 1.59
JPMorgan Asia Equity Dividend (mth) - AUD (Hedged) Other Equity No No 1.59
JPMorgan Asia Equity Dividend (acc) - USD Asia-Pacific ex-Japan Equity Income No No 1.59
BNY Mellon Emerging Markets Corporate Debt Fund EUR H Acc Hedged Global Emerging Markets Corporate Bond - EUR Hedged No No 1.65
JPMorgan Asia Equity Dividend (mth) - HKD Asia-Pacific ex-Japan Equity Income No No 1.59
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